Create a Work Order

Quick Steps to Creating a Work Order

  1. From the Dashboard or from the left navigation menu go to the Assets Tile.
  2. Perform a search to view the assets to schedule the work for.
  3. Select the icon to Create a Work Order.
  4. Complete the Create Work Orders fields.
  5. Select Create.
  6. The Workflow must be associated with the asset class and marked as allowed for work order to create a work order for it.

OR

  1. From the Map - locate the asset.
  2. Select the asset to bring up Create Work Order button.
  3. Complete the Create Work Order fields.
  4. Select Create.
  5. The Workflow must be associated with the asset class and marked as allowed for work order to create a work order for it.


Work Request Approval

In some cases, field workers can create Work Requests. Some companies prefer that these Work Requests are to be considered ‘Requested’ until they are validated and approved to be assigned. 

For example: A field worker sees that a hydrant needs to be painted. They create a Work Request on that hydrant asset and request that it be painted. The supervisor or dispatcher would like to be able to validate and approve that Work Request before it becomes a Work Order.

Specific permissions will provide this functionality. The field worker requires the ‘Can view Workflows’ permission and should not have the 'Can Assign Work Orders’ permission. The supervisor or dispatcher requires the ‘Can Assign Work Orders’ permission.

With these permissions set, the process would be as follows:

1. The field worker creates a Work Request on the asset. Since they do not have permission to assign work orders, the Assignee field is disabled. 

2. A Work Request is created with a status of ‘Requested’ for the asset but not assigned.

3. The supervisor or dispatcher performs a search of Work Orders from the Work Orders tile for all Work Orders with a Status of ‘Requested’, reviews the requests and either assigns them or Cancels them.